See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 3-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,747 | $159,901-68.9% | $146,958-66.1% | $145,922-65.9% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.6pp | 80.3%+5.4pp |
| Annual return | 7.11% | 98.13%-91.0pp | 418.34%-411.2pp | 561.29%-554.2pp |
| Employer contribution / active EE | $3,841 | $5,286-27.3% | $4,933-22.1% | $4,660-17.6% |
| Participant deferral / active EE | $6,984 | $8,428-17.1% | $8,070-13.5% | $6,688+4.4% |
| Admin fee / account holder | $1,221 | $15,044-91.9% | $12,998-90.6% | $13,397-90.9% |